This is a new startup RIA budget worksheet created in Excel. It contains 17 different expense categories pertaining to the establishment of an RIA. Each category is broken out into individual line items. There are two value columns in each category – one for proposed budget and one for actual expenses. There are formulas added that total all the expenses of each category. There is a section in the spreadsheet that totals the costs of ALL categories in both proposed and actual spending. There are additional line items added into the calculations for expenses that are not specifically listed and there is a custom expense category created, with formulas added, for any additional categories that are not listed.

$7.00